Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore capital. In this podcast we discuss: 

• Is US labour market normalising or signalling recession? 
• How much will Fed end up easing? 
• Impact of AI capex on US growth 
• How US administration is affecting rates markets 
• Do inflation risks matter? 
• Playing US 2s30s 
• Why dollar weakening will continue 
• UK fiscal event risks 
• BoJ and Japan rates 
• Will US administration impact economy less going forward? 

You can follow Jon’s work here.  

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